Ifa Administrator

Wakefield (Office-based) Part-time - 3 days per week£32,300 FTEAbout the CompanyOur client is a boutique, client-focused financial planning firm based in Wakefield. They pride themselves on delivering a highly personalised, face-to-face service, building long-term relationships with clients and providing holistic advice across wealth management, pensions, protection and retirement planning.With a strong emphasis on trust, care, and ongoing client engagement, the business takes a thoughtful and transparent approach to financial planning, supporting clients at every stage of their journey.The RoleA fantastic opportunity has arisen for an experienced IFA Administrator to join a small, friendly and professional team on a part-time basis (3 days per week).This is a key support role where you will work closely with Financial Advisers, helping to deliver a seamless and high-quality client experience.Key ResponsibilitiesProviding full administrative support to Financial AdvisersManaging client records and maintaining accurate dataProcessing new business including pensions, investments and protectionPreparing documentation for client meetings and reviewsLiaising with providers and clients to obtain information and updatesSupporting the end-to-end advice processKey RequirementsEssential: Strong experience using Intelliflo (IO)Previous experience within an IFA / Financial Planning environmentGood knowledge of pensions, investments and financial productsExcellent organisational skills ..... full job details .....